Facing large RMDs from your IRA?

Facing large RMDs from your IRA?

Oftentimes, we taxpayers focus too much on saving on taxes today, which can thrust us into higher tax brackets down the road.  The best way to optimize taxes over the long run might be to accelerate taxes in the short run. If you’re approaching 72 years of age,...
The Social Security “penalty” that isn’t

The Social Security “penalty” that isn’t

Are you really penalized for taking Social Security benefits before full retirement age while still working?  There’s a common misconception around the benefits earnings test, which applies for people ages 62 to 67, who are still working, and who claim Social Security...
Book Review: “Think Again” by Adam Grant

Book Review: “Think Again” by Adam Grant

If you’re into the social sciences, you’re probably familiar with Adam Grant’s other books, Give and Take and Originals are two.  Both of these books are great reads, but his latest, Think Again, might be his best yet. The premise behind Think Again is that we as...
Insurance & Annuity Reviews

Insurance & Annuity Reviews

At P&A, we like to stay in our own lane.  You won’t find us preparing taxes or doing estate planning.  We don’t offer loans or sell insurance.  We know what we do best—investment management and financial planning–and we focus our efforts here.  Additionally,...

Since 1995, Pittenger & Anderson has guided individuals and families going through money-in-motion events. We are a fee-only Registered Investment Advisor and a full-time fiduciary providing investment management, financial planning, and complimentary services to 700+ clients in over 30 U.S. states.

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The Confidence Your Money is Looking For

The Confidence Your Money is Looking For

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